New Limited Partner Onboarding

Limited Partners (LPs) on Carta have a brand new onboarding experience.

Our investor clients depend on Carta to communicate with their LPs. Over the past few months, we've made big improvements to the ways LPs use Carta with a new navigation system, updates to make documents easier to find, and our Fund Investment overview page, which combines data across Carta so that LPs can understand all of their fund investments at once.

Today, we're continuing to improve the LP experience by making their first experience on the portal simple and delightful. The biggest change is that LPs no longer need to accept their fund commitments and their fund investments are shown automatically inside their portfolio.

Here's what it looks like:

First, LPs are welcomed to Carta with an email letting them know that they have a new investment on the portal and asking them to create an account. For LPs that already have an account, we'll automatically put this investment in their portfolio.

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Once an LP creates their account, they'll go directly to that portfolio. There they can see any existing investments in funds or companies as well as their new investment. For new investments, they'll see an overview of the investment so far, and be asked to agree to electronic communication for each fund investment.

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When an LP agrees to electronic communication, we'll celebrate with them!

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Their account is now fully active. They can see any documents or fund information that has been shared with them.